CIK: 0001537720
申告総資産額
$32.0億
上位200銘柄を表示中（全431銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | 株式-資本財 | 12.73% | +0.61% | +0.11% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.35% | -0.15% | +1.01% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.72% | +0.03% | -3.37% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.31% | +0.07% | +0.70% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.81% | -0.41% | -0.87% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.65% | — | -1.57% | |
| 7 | FNBT | Finemark Holdings INC | 株式-その他 | 2.36% | — | +0.67% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.81% | — | -1.43% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.38% | +0.49% | -1.23% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.26% | +0.05% | +7.02% | |
| 11 | ADBE | Adobe INC | 株式-IT | 1.20% | — | -2.19% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | -0.21% | -1.68% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.15% | -0.03% | -18.29% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.12% | — | +2.03% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.08% | -0.19% | -3.71% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 1.02% | -0.11% | -0.71% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | +1.54% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | — | +3.45% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | +2.07% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 0.90% | — | -0.71% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | — | -1.29% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.81% | — | -5.00% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | -0.19% | +1.88% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.76% | — | -3.16% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.75% | — | -2.60% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | — | +0.30% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.75% | — | -1.84% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | -11.09% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | +0.13% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 0.73% | +0.07% | +0.66% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | +0.09% | -2.15% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.71% | +0.05% | -1.07% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | +1.45% | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.70% | — | +0.86% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.05% | -2.21% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | -0.17% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | +0.06% | -2.73% | |
| 38 | PWR | Quanta Services INC | 株式-資本財 | 0.63% | -0.72% | -0.86% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | -0.69% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | — | -2.37% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +5.94% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.60% | — | -1.47% | |
| 43 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.60% | — | -0.79% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.59% | — | -1.68% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.54% | — | -0.12% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | -0.86% | |
| 47 | ICE | Intercontinental Exchange In | 株式-金融 | 0.51% | — | -0.92% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | — | -1.08% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.49% | — | +5.25% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.49% | — | +2.48% |